Rabi Season Recovery Expected
With full reservoir levels and adequate soil moisture, management expects normal Rabi season with rebound in farming activity and input demand, offsetting Q2 weakness.
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Sumitomo Chemical India · forward-looking guidance across the available source record.
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What management said would happen.
growth
Dahej Capex: Rs 500-600 crore over 5 years
7 products submitted for feasibility studies at Dahej; 2 already approved, 5 expected by FY26 year-end. Target revenue commencement from CY2028.
Tarapur Excalia Max Manufacturing by March 2027
Rs 8-10 crore investment at Tarapur to manufacture Excalia Max TG locally, eliminating import dependency for Indian market requirements.
Pricing Discipline Maintained
Management confirms current pricing is sustainable and commits to maintaining price levels even as volumes normalize in H2, rejecting any competitive pricing pressure concerns.
Custom Synthesis Revenue Run-rate: ₹100-150 crore
Current annual run-rate is approximately ₹100-150 crore depending on market conditions. Growth expected from next financial year onwards as capex projects are implemented.
Capex Pipeline: Multiple projects of ₹150 crore each
First project of ₹150 crore announced at Dahanu site, expected to be commercialized in approximately 2 years. Additional projects in advanced feasibility stages with similar quantum expected to be announced periodically over the next few years.
Top Grain Bio-stimulant Launch
New bio-stimulant from parent company's biorational portfolio received registration; to be commercialized in the upcoming kharif season.
One More Product Registration Expected
One additional product awaiting regulatory approval; upon receipt, the company intends to launch within the current financial year.